SVWAG
Sound View Wealth Advisors Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,500
| Closed | -$262K | – | 376 |
|
|
2023
Q1 | $262K | Buy |
+2,500
| New | +$262K | 0.04% | 306 |
|
|
2022
Q4 | – | Sell |
-2,000
| Closed | -$205K | – | 396 |
|
|
2022
Q3 | $205K | Hold |
2,000
| – | – | 0.05% | 255 |
|
|
2022
Q2 | $209K | Hold |
2,000
| – | – | 0.04% | 266 |
|
|
2022
Q1 | $209K | Hold |
2,000
| – | – | 0.04% | 277 |
|
|
2021
Q4 | $215K | Hold |
2,000
| – | – | 0.04% | 275 |
|
|
2021
Q3 | $215K | Sell |
2,000
-750
| -27% | -$80.6K | 0.04% | 275 |
|
|
2021
Q2 | $297K | Hold |
2,750
| – | – | 0.06% | 235 |
|
|
2021
Q1 | $297K | Hold |
2,750
| – | – | 0.07% | 221 |
|
|
2020
Q4 | $297K | Hold |
2,750
| – | – | 0.07% | 204 |
|
|
2020
Q3 | $297K | Hold |
2,750
| – | – | 0.08% | 192 |
|
|
2020
Q2 | $297K | Hold |
2,750
| – | – | 0.08% | 187 |
|
|
2020
Q1 | $292K | Hold |
2,750
| – | – | 0.1% | 161 |
|
|
2019
Q4 | $294K | Hold |
2,750
| – | – | 0.08% | 192 |
|
|
2019
Q3 | $293K | Hold |
2,750
| – | – | 0.09% | 194 |
|
|
2019
Q2 | $293K | Buy |
+2,750
| New | +$293K | 0.09% | 198 |
|